Roofing Invoice Template

• Roofing contractor and Invoice details: your business name, address, phone or email and a "License no." line marked "if required where you work", then the invoice number, invoice date, payment terms, due date and work order number.
• Bill to (client) and Roof and work dates: the client's name, address and phone or email; the property address, the work dates, the roof area and the new roof.
• Tear-off and decking: each layer removed and the decking replaced, with a "Tear-off and decking subtotal".
• Underlayment and roofing materials: underlayment, ice and water shield, shingles, starter strip and ridge cap, with a "Materials subtotal".
• Flashing and ventilation: flashing, drip edge, pipe boots and vents, with a "Flashing and ventilation subtotal".
• Installation labor: labor by the square, with a "Labor subtotal".
• Totals: "Subtotal", "Sales tax on work and materials, if applicable", "Dumpster and disposal fee, passed through at cost", "Permit fee, passed through at cost", "Total", "Less: deposit received" and "Amount due".
• How to pay and Job notes: the methods you accept, placeholders for your account details, a payment reference, and notes on the decking, the pass-through fees and the deposit.

The sample bills the reroof priced on the roofing estimate, done Nov 16-18, 2026: 24 squares of roof (2,400 sq ft), with 26.4 squares of material including waste. Tear-off and decking come to 2,860.00, materials to 5,526.80, flashing and ventilation to 1,645.00 and installation labor to 2,880.00 (24 squares at 120.00), for a subtotal of 12,911.80. Sales tax is 0% in the sample. The 525.00 dumpster and disposal fee and the 150.00 permit fee bring the total to 13,586.80, and the 1,375.00 deposit received on Nov 5 leaves 12,211.80 due by Dec 4, 2026 on Net 15 terms. Every name and amount is a placeholder, not a market price.

The PDF is a blank form to print and fill in by hand. The Word and Excel files have the same layout with the sample values to type over.

Decking can change between the estimate and the final bill, because you can't see the deck until the old roof is off. Bill the decking you actually replaced, at the price you agreed. The sample's estimate allowed up to 6 sheets at 85.00 a sheet; 4 were replaced, so the invoice bills 4 sheets (340.00), and its job note says so. That's why the invoice total is 170.00 less than the estimated total. Any work beyond the agreed scope should be billed only after the client approved it, with the approval named in the description or the job notes.

Enter any deposit the client already paid on "Less: deposit received", and say in the job notes when it was received, as the sample does. The amount due is the total less that deposit.

Deposit limits can apply to residential work. In California, the Contractors State License Board says the down payment on a home improvement job cannot be more than $1,000 or 10 percent of the contract price, whichever is less, with no exceptions for special-order materials, and that payments can't exceed the value of the work performed (CSLB). On the sample's total, 10 percent would be 1,358.68, so the lesser figure is $1,000, below the sample's 1,375.00 deposit, which is a placeholder. Elsewhere, check the rules where you work.

The template has no warranty line. If you offer a workmanship warranty, add its length and start date to the job notes, and give the client the manufacturer's warranty documents for the materials rather than summarizing them on the invoice. If an insurer is paying for part of the work, ask the client what their insurer needs from the invoice.

Print the payment terms and due date on every invoice, as the sample does with "Net 15" and Dec 4, 2026. Charge a late fee only if the client agreed to it in advance, and check the rules where you work first. Lien and prompt-payment rules are set where the job is, so check them before the work starts if you may need to rely on them.

1. Enter your business details and license number, the invoice number and date, the payment terms, the due date and the work order number.
2. Enter the client, the property address, the work dates, the roof area (squares installed and material with waste) and the new roof.
3. Bill tear-off by layer, the decking actually replaced, the materials, the flashing and ventilation, and the installation labor.
4. Enter the dumpster and disposal fee and the permit fee, or 0.00 for either, and the deposit received, if any. Set the sales tax rate if tax applies.
5. Edit the job notes and payment details, then send the invoice and keep a copy.

In the Excel file, each line amount is Qty × Unit price, and the section subtotals, the subtotal, the sales tax, the total and the amount due are formulas. The tax rate sits in its own cell, starting at 0%, and applies to the subtotal of work and materials. You type the disposal fee, the permit fee and the deposit. To leave out the tax, set its rate to 0%; to leave out either fee or the deposit, set it to 0.00. Don't delete those rows, because the totals refer to them. Each section has one blank row; to add more lines, insert a row above that blank row and copy the amount formula into it, then check that the section subtotal and the subtotal include it. In Word or on the PDF, work out the amounts and enter them.